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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Up North Financial, LLC (swap one in):+ Viable $214.2M+ Objective Capital Management, LLC $214.2M · Fairlawn, OH+ One Wealth Investors $193.5M · Boca Raton, FL+ Cig Asset Management, Inc. $192.5M · Southfield, MI
Traverse City, MI
Brighton, MI
Ann Arbor, MI
Assets under management$203.8M$214.9M$214.3M
Asset growth, last 2 years+23%+50%+50%
Advisory staff2252
Individual clients33760279
Assets per client$605K$357K$2.7M
Clients per advisor1692440
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack–––
People on Advicer.bio2242

From each firm's latest Form ADV (Mar 2026, Sep 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Up North Financial, LLC: Fidelity · Simplyria Advisor Network: Schwab · Sage Hill Capital: Schwab